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Broadcom Inc. (AVGO $335.97)
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NVIDIA Corporation (NVDA $183.14)
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Ichor Holdings (ICHR $41.64)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $336.71)
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Ultra Clean Holdings Inc. (UCTT $56.06)
Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.